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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,026 | $160,070-58.1% | $147,117-54.4% | $145,897-54.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 3.79% | 98.69%-94.9pp | 420.54%-416.7pp | 552.29%-548.5pp |
| Employer contribution / active EE | $4,620 | $5,285-12.6% | $4,932-6.3% | $4,663-0.9% |
| Participant deferral / active EE | $10,054 | $8,419+19.4% | $8,065+24.7% | $6,689+50.3% |
| Admin fee / account holder | $18,030 | $15,035+19.9% | $12,993+38.8% | $13,390+34.6% |